Schwab US Aggregate Bond ETF
SCHZ
635 hedge funds and large institutions have $3.74B invested in Schwab US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 267 increasing their positions, 212 reducing their positions, and 45 closing their positions.
124% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 45
26% more repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 212
14% more funds holding in top 10
Funds holding in top 10: 50 → 57 (+7)
7% more funds holding
Funds holding: 591 → 635 (+44)
4% more capital invested
Capital invested by funds: $3.61B → $3.74B (+$128M)
45.47% less ownership
Funds ownership: 89.57% → 44.1% (-45%)
85% less call options, than puts
Call options by funds: $5K | Put options by funds: $34K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$21.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$20M |
| 3 |
Goldman Sachs
New York
|
+$17.6M |
| 4 |
RIM
Rockbridge Investment Management
Syracuse,
New York
|
+$13.2M |
| 5 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Theory Financial
Fort Collins,
Colorado
|
-$27.1M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$22.1M |
| 3 |
JP Morgan Chase
New York
|
-$21.7M |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$18.6M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$15M |
SCHZ Hedge Fund Activity: Q4 2024 in Review
635 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2024, worth a combined $3.74B — up 3.5% from $3.61B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new SCHZ positions and 45 closed out — a net gain of 56 holders — while 267 added to existing stakes and 212 trimmed.
The largest buyer was OneDigital Investment Advisors, adding an estimated $21.6M. The largest seller was Theory Financial, cutting an estimated $27.1M.
- 635 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2024, up from 591 in Q3 2024.
- Funds reported $3.74B of Schwab US Aggregate Bond ETF stock for Q4 2024, up 3.5% quarter-over-quarter.
- 101 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2024 and 45 closed out, a net change of +56 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q4 2024 was OneDigital Investment Advisors, an estimated $21.6M added.
- The largest Schwab US Aggregate Bond ETF seller in Q4 2024 was Theory Financial, an estimated $27.1M sold.
Based on aggregated 13F filings for Q4 2024.